Copley Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Buy
456
+3
+0.7% +$1.7K 0.19% 91
2025
Q1
$233K Buy
453
+313
+224% +$161K 0.18% 94
2024
Q4
$75.4K Sell
140
-134
-49% -$72.2K 0.06% 95
2024
Q3
$145K Buy
+274
New +$145K 0.13% 96